Allen Investment Management, LLC

CIK 0001326234 • 6 13F filings • May 7, 2025 – Aug 5, 2026

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Filer information

Filed by: Allen Investment Management, LLC, Vice President
Address: 711 FIFTH AVENUE, NEW YORK, NY, 10022
Phone: 212-832-8000
AUM: $9.03B

AUM over time

$8.43B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $9.03B1 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.0M	0.0%Prev: 7.3%	6,454 SH	Decreased-1,268,622 SH
ABBOTT LABS	COM	$2.3M	0.0%Prev: 6.8%	18,300 SH	Decreased-2,782,815 SH
ABBVIE INC	COM	$3.2M	0.0%Prev: 6.2%	13,993 SH	Decreased-5,834,565 SH
ACUITY INC	COM	$3.8M	0.0%	10,530 SH	New
ADVANCED MICRO DEVICES INC	COM	$39.9M	0.4%	186,536 SH	New
AFFIRM HLDGS INC	COM CL A	$8.7M	0.1%	116,683 SH	New
AIRBNB INC	COM CL A	$4.1M	0.0%	30,538 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$626K	0.0%	4,274 SH	New
ALICO INC	COM	$768K	0.0%Prev: 3.9%	21,106 SH	Decreased-2,580,154 SH
ALLSTATE CORP	COM	$712K	0.0%	3,419 SH	New
ALPHABET INC	CAP STK CL A	$23.5M	0.3%	75,096 SH	New
ALPHABET INC	CAP STK CL C	$317.6M	3.5%Prev: 2.9%	1,012,210 SH	Increased-52,081 SH
ALPS ETF TR	ALERIAN MLP	$176.4M	2.0%	3,751,091 SH	New
ALTRIA GROUP INC	COM	$2.8M	0.0%	48,372 SH	New
AMAZON COM INC	COM	$635.8M	7.0%	2,754,340 SH	New
AMERICAN EXPRESS CO	COM	$1.2M	0.0%	3,279 SH	New
AMGEN INC	COM	$834K	0.0%	2,547 SH	New
AMPHENOL CORP NEW	CL A	$243K	0.0%	1,800 SH	New
ANGI INC	CL A NEW	$199K	0.0%	15,414 SH	New
APOLLO GLOBAL MGMT INC	COM	$350.1M	3.9%	2,418,178 SH	New
APPLE INC	COM	$85.6M	0.9%	314,949 SH	New
APPLIED MATLS INC	COM	$381K	0.0%Prev: 1.6%	1,483 SH	Decreased-784,500 SH
APPLOVIN CORP	COM CL A	$4.6M	0.1%	6,810 SH	New
ARES CAPITAL CORP	COM	$62.4M	0.7%Prev: 1.4%	3,086,449 SH	Decreased+2,954,007 SH
ARISTA NETWORKS INC	COM SHS	$8.4M	0.1%	63,838 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$81.7M	0.9%	76,321 SH	New
ASTERA LABS INC	COM	$865K	0.0%	5,197 SH	New
AURORA INNOVATION INC	CLASS A COM	$3.9M	0.0%	1,022,165 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$252K	0.0%	978 SH	New
BANK AMERICA CORP	COM	$295K	0.0%Prev: 1.1%	5,364 SH	Decreased-38,281 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	0.1%	10 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$36.6M	0.4%	72,831 SH	New
BLACKROCK INC	COM	$576K	0.0%	538 SH	New
BLACKSTONE INC	COM	$48.7M	0.5%	315,988 SH	New
BLACKSTONE SECD LENDING FD	COMMON STOCK	$19.9M	0.2%	756,339 SH	New
BLUE OWL CAPITAL CORPORATION	COM	$11.3M	0.1%	906,168 SH	New
BOEING CO	COM	$210.3M	2.3%	968,500 SH	New
BROADCOM INC	COM	$124.4M	1.4%	359,340 SH	New
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$616K	0.0%	11,759 SH	New
BROOKFIELD CORP	CL A LTD VT SH	$3.4M	0.0%	73,205 SH	New
CAMECO CORP	COM	$3.0M	0.0%Prev: 0.6%	32,713 SH	Decreased-4,140,753 SH
CANADIAN NATL RY CO	COM	$2.0M	0.0%Prev: 0.6%	20,000 SH	Decreased-304,696 SH
CANADIAN PACIFIC KANSAS CITY	COM	$4.4M	0.0%	59,348 SH	New
CARGURUS INC	COM CL A	$10.3M	0.1%	268,769 SH	New
CATERPILLAR INC	COM	$1.1M	0.0%	1,913 SH	New
CISCO SYS INC	COM	$1.2M	0.0%	15,142 SH	New
CLOUDFLARE INC	CL A COM	$91.5M	1.0%	463,917 SH	New
COCA COLA CO	COM	$16.6M	0.2%Prev: 0.5%	236,924 SH	Decreased+80,414 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$272K	0.0%	3,000 SH	New
COINBASE GLOBAL INC	COM CL A	$33.9M	0.4%	149,921 SH	New
CONOCOPHILLIPS	COM	$787K	0.0%	8,412 SH	New
COSTCO WHSL CORP NEW	COM	$4.7M	0.1%Prev: 0.4%	5,475 SH	Decreased-1,553,192 SH
COUPANG INC	CL A	$44.5M	0.5%	1,888,149 SH	New
CREDIT ACCEP CORP MICH	COM	$355K	0.0%	800 SH	New
CROWDSTRIKE HLDGS INC	CL A	$99.1M	1.1%	211,432 SH	New
D R HORTON INC	COM	$1.2M	0.0%Prev: 0.4%	8,117 SH	Decreased-239,258 SH
DANAHER CORPORATION	COM	$1.8M	0.0%	7,868 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$18.5M	0.2%	596,285 SH	New
DONALDSON INC	COM	$1.4M	0.0%Prev: 0.3%	16,000 SH	Decreased-9,303 SH
DOVER CORP	COM	$1.5M	0.0%Prev: 0.3%	7,743 SH	Decreased-56,984 SH
EASTGROUP PPTYS INC	COM	$592K	0.0%	3,325 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$1.4M	0.0%	4,098 SH	New
ELI LILLY & CO	COM	$9.2M	0.1%	8,541 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$609K	0.0%Prev: 0.3%	18,987 SH	Decreased-263,047 SH
EPAM SYS INC	COM	$330K	0.0%Prev: 0.2%	1,610 SH	Decreased-115,907 SH
EXPEDIA GROUP INC	COM NEW	$230K	0.0%	812 SH	New
EXXON MOBIL CORP	COM	$1.9M	0.0%	16,140 SH	New
FAIR ISAAC CORP	COM	$301K	0.0%	178 SH	New
GALLAGHER ARTHUR J & CO	COM	$839K	0.0%	3,242 SH	New
GE AEROSPACE	COM NEW	$1.3M	0.0%	4,121 SH	New
GE VERNOVA INC	COM	$261.1M	2.9%	399,521 SH	New
GENERAL DYNAMICS CORP	COM	$11.6M	0.1%	34,523 SH	New
GILEAD SCIENCES INC	COM	$593K	0.0%	4,829 SH	New
GOLDMAN SACHS GROUP INC	COM	$680K	0.0%	774 SH	New
GOLUB CAP BDC INC	COM	$55.2M	0.6%	4,069,890 SH	New
HERSHEY CO	COM	$459K	0.0%Prev: 0.2%	2,520 SH	Decreased-160,944 SH
HOME DEPOT INC	COM	$7.3M	0.1%	21,351 SH	New
HONEYWELL INTL INC	COM	$835K	0.0%Prev: 0.2%	4,279 SH	Decreased-233,721 SH
HUMANA INC	COM	$361K	0.0%	1,408 SH	New
IAC INC	COM NEW	$539K	0.0%	13,774 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$4.4M	0.0%	15,000 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.2M	0.0%	12,588 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.7M	0.0%	61,636 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$27.3M	0.3%	142,450 SH	New
INVESCO QQQ TR	UNIT SER 1	$181.9M	2.0%	296,141 SH	New
IRON MTN INC DEL	COM	$224K	0.0%Prev: 0.1%	2,696 SH	Decreased-819,495 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$44.5M	0.5%	895,936 SH	New
ISHARES INC	MSCI JAPAN ETF	$12.2M	0.1%	151,441 SH	New
ISHARES TR	CORE HIGH DV ETF	$3.6M	0.0%Prev: 0.0%	29,195 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$30.5M	0.3%	340,959 SH	New
ISHARES TR	CORE MSCI TOTAL	$32.9M	0.4%	388,292 SH	New
ISHARES TR	CORE S&P SCP ETF	$6.7M	0.1%Prev: 0.1%	55,466 SH	Decreased-864 SH
ISHARES TR	CORE S&P TTL STK	$72.7M	0.8%	489,107 SH	New
ISHARES TR	CORE S&P500 ETF	$4.1M	0.0%	6,032 SH	New
ISHARES TR	MSCI ACWI ETF	$22.4M	0.2%	158,528 SH	New
ISHARES TR	MSCI ACWI EX US	$2.2M	0.0%	32,989 SH	New
ISHARES TR	MSCI EAFE ETF	$3.8M	0.0%Prev: 0.0%	39,387 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$2.9M	0.0%	52,101 SH	New
ISHARES TR	RUS 1000 ETF	$29.0M	0.3%	77,792 SH	New
ISHARES TR	RUS 1000 GRW ETF	$12.8M	0.1%	27,065 SH	New
ISHARES TR	RUS 1000 VAL ETF	$3.2M	0.0%Prev: 0.0%	15,188 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$556K	0.0%	1,720 SH	New
ISHARES TR	RUS 2000 VAL ETF	$366K	0.0%	2,017 SH	New
ISHARES TR	RUS MD CP GR ETF	$745K	0.0%	5,439 SH	New
ISHARES TR	RUS MDCP VAL ETF	$456K	0.0%	3,231 SH	New
ISHARES TR	RUS MID CAP ETF	$3.0M	0.0%Prev: 0.0%	31,000 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$1.6M	0.0%	6,500 SH	New
ISHARES TR	RUSSELL 3000 ETF	$13.6M	0.2%	35,131 SH	New
ISHARES TR	S&P 100 ETF	$1.6M	0.0%	4,689 SH	New
ISHARES TR	S&P MC 400GR ETF	$732K	0.0%	7,556 SH	New
ISHARES TR	S&P MC 400VL ETF	$212K	0.0%	1,612 SH	New
ISHARES TR	S&P SML 600 GWT	$706K	0.0%	5,000 SH	New
ISHARES TR	SELECT DIVID ETF	$10.3M	0.1%	72,973 SH	New
ISHARES TR	SP SMCP600VL ETF	$209K	0.0%	1,836 SH	New
ISHARES TR	U.S. ENERGY ETF	$1.1M	0.0%	23,562 SH	New
ISHARES TR	U.S. FINLS ETF	$2.0M	0.0%	15,835 SH	New
ISHARES TR	U.S. TECH ETF	$2.1M	0.0%	10,606 SH	New
ISHARES TR	US CONSUM DISCRE	$646K	0.0%	6,263 SH	New
ISHARES TR	US HLTHCARE ETF	$979K	0.0%	15,039 SH	New
ISHARES TR	US INDUSTRIALS	$836K	0.0%	5,639 SH	New
JOHNSON & JOHNSON	COM	$24.6M	0.3%	118,849 SH	New
JPMORGAN CHASE & CO.	COM	$50.6M	0.6%Prev: 0.0%	157,147 SH	Increased+124,782 SH
KKR & CO INC	COM	$31.7M	0.4%Prev: 0.0%	248,364 SH	Increased+245,839 SH
KLA CORP	COM NEW	$1.7M	0.0%	1,386 SH	New
LENNAR CORP	CL A	$417K	0.0%	4,061 SH	New
LOCKHEED MARTIN CORP	COM	$619K	0.0%	1,280 SH	New
LOWES COS INC	COM	$8.7M	0.1%	36,098 SH	New
MARKEL GROUP INC	COM	$563K	0.0%Prev: 0.0%	262 SH	Decreased-10,888 SH
MASTERCARD INCORPORATED	CL A	$18.4M	0.2%	32,246 SH	New
MCDONALDS CORP	COM	$6.9M	0.1%Prev: 0.0%	22,516 SH	Increased+16,067 SH
MERCADOLIBRE INC	COM	$88.0M	1.0%Prev: 0.0%	43,702 SH	Increased+36,729 SH
MERCK & CO INC	COM	$1.5M	0.0%Prev: 0.0%	14,680 SH	Decreased-4,760 SH
META PLATFORMS INC	CL A	$488.2M	5.4%	739,659 SH	New
MICROSOFT CORP	COM	$589.3M	6.5%Prev: 0.0%	1,218,503 SH	Increased+1,210,616 SH
MONDELEZ INTL INC	CL A	$4.8M	0.1%	88,882 SH	New
MOODYS CORP	COM	$367.8M	4.1%Prev: 0.0%	719,920 SH	Increased+708,320 SH
MORGAN STANLEY	COM NEW	$2.1M	0.0%Prev: 0.0%	11,559 SH	Increased+10,173 SH
NETFLIX INC	COM	$20.3M	0.2%	216,404 SH	New
NEXTERA ENERGY INC	COM	$649K	0.0%	8,089 SH	New
NIKE INC	CL B	$1.3M	0.0%	20,496 SH	New
NORFOLK SOUTHN CORP	COM	$459K	0.0%Prev: 0.0%	1,589 SH	Decreased-2,509 SH
NU HLDGS LTD	ORD SHS CL A	$68.8M	0.8%	4,111,637 SH	New
NVIDIA CORPORATION	COM	$146.4M	1.6%Prev: 0.0%	785,002 SH	Increased+777,259 SH
ORACLE CORP	COM	$2.6M	0.0%Prev: 0.0%	13,166 SH	Increased+6,703 SH
OREILLY AUTOMOTIVE INC	COM	$3.6M	0.0%Prev: 0.0%	39,735 SH	Increased+28,772 SH
PALANTIR TECHNOLOGIES INC	CL A	$17.7M	0.2%	99,720 SH	New
PALO ALTO NETWORKS INC	COM	$34.1M	0.4%Prev: 0.0%	184,801 SH	Increased+180,239 SH
PARKER-HANNIFIN CORP	COM	$284K	0.0%	323 SH	New
PEPSICO INC	COM	$353K	0.0%	2,461 SH	New
PHILIP MORRIS INTL INC	COM	$1.5M	0.0%	9,240 SH	New
PHILLIPS 66	COM	$428K	0.0%Prev: 0.0%	3,318 SH	Decreased+76 SH
PRIMERICA INC	COM	$2.2M	0.0%	8,513 SH	New
PROCTER AND GAMBLE CO	COM	$10.0M	0.1%	69,760 SH	New
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$4.5M	0.0%	68,101 SH	New
PROGRESSIVE CORP	COM	$1.0M	0.0%Prev: 0.0%	4,562 SH	Increased+312 SH
QUALCOMM INC	COM	$1.0M	0.0%	6,009 SH	New
QUANTA SVCS INC	COM	$13.5M	0.1%Prev: 0.0%	32,000 SH	Increased+9,521 SH
RAYMOND JAMES FINL INC	COM	$1.8M	0.0%	11,150 SH	New
ROBLOX CORP	CL A	$17.2M	0.2%	212,239 SH	New
RTX CORPORATION	COM	$274K	0.0%	1,493 SH	New
RUBRIK INC.	CL A	$205K	0.0%	2,680 SH	New
S&P GLOBAL INC	COM	$368.3M	4.1%	704,692 SH	New
SALESFORCE INC	COM	$4.4M	0.0%	16,653 SH	New
SCHWAB CHARLES CORP	COM	$557.9M	6.2%Prev: 0.0%	5,584,229 SH	Increased+5,582,253 SH
SEA LTD	SPONSORD ADS	$19.6M	0.2%	153,735 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$996K	0.0%	10,369 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$95.3M	1.1%	2,130,644 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.0M	0.0%	18,274 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$610K	0.0%	3,943 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$497K	0.0%	3,202 SH	New
SERVICENOW INC	COM	$121.2M	1.3%	790,892 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$110.5M	1.2%	686,988 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$33.9M	0.4%	1,560,247 SH	New
SNOWFLAKE INC	COM SHS	$41.9M	0.5%	191,020 SH	New
SPDR GOLD TR	GOLD SHS	$190.1M	2.1%	479,794 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$125.3M	1.4%	183,808 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$7.4M	0.1%	244,681 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$22.0M	0.2%	37,861 SH	New
STARBUCKS CORP	COM	$1.7M	0.0%	20,269 SH	New
SYSCO CORP	COM	$2.4M	0.0%	32,365 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$81.5M	0.9%	268,160 SH	New
TEMPUS AI INC	CL A	$275K	0.0%	4,663 SH	New
TERAWULF INC	COM	$213K	0.0%	18,503 SH	New
TESLA INC	COM	$513K	0.0%	1,140 SH	New
TEXAS INSTRS INC	COM	$614K	0.0%	3,538 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$386K	0.0%Prev: 0.0%	666 SH	Decreased-2,652 SH
UBER TECHNOLOGIES INC	COM	$73.9M	0.8%	904,100 SH	New
UNILEVER PLC	SPON ADR NEW	$459K	0.0%	7,025 SH	New
UNION PAC CORP	COM	$1.1M	0.0%	4,804 SH	New
UNITED RENTALS INC	COM	$2.0M	0.0%Prev: 0.0%	2,525 SH	Increased+1,653 SH
UNITEDHEALTH GROUP INC	COM	$380.0M	4.2%	1,151,090 SH	New
US BANCORP DEL	COM NEW	$284K	0.0%	5,329 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.8M	0.0%	8,891 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$510K	0.0%	6,549 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.5M	0.0%	19,451 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$301K	0.0%	4,068 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$204K	0.0%	4,089 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$4.3M	0.0%	8,825 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$600K	0.0%	6,781 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$162.1M	1.8%	258,455 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$339K	0.0%	1,315 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$200.5M	2.2%	598,163 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.1M	0.0%	28,293 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	0.0%	21,780 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$33.9M	0.4%	673,326 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$36.1M	0.4%	430,914 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$16.6M	0.2%	281,813 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$39.4M	0.4%	494,036 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$23.2M	0.3%	105,610 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$65.2M	0.7%	864,310 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$83.7M	0.9%	1,340,479 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$14.6M	0.2%	101,796 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$12.8M	0.1%	95,861 SH	New
VISA INC	COM CL A	$396.2M	4.4%	1,129,646 SH	New
WALMART INC	COM	$19.6M	0.2%	176,275 SH	New
WASTE MGMT INC DEL	COM	$934K	0.0%	4,250 SH	New
WAYFAIR INC	CL A	$75.2M	0.8%	749,250 SH	New
WISDOMTREE TR	US SMALLCAP DIVD	$9.8M	0.1%	293,475 SH	New
WORKDAY INC	CL A	$15.6M	0.2%	72,588 SH	New

Sold (vs prior filing)

ACUITY INC — $501.6M
ADVANCED MICRO DEVICES INC — $399.4M
AFFIRM HLDGS INC — $359.3M
AIRBNB INC — $351.3M
ALIBABA GROUP HLDG LTD — $347.3M
ALPHABET INC — $243.3M
ALPS ETF TR — $227.0M
AMAZON COM INC — $199.7M
AMERICAN EXPRESS CO — $164.3M
ANGI INC — $161.6M
APOLLO GLOBAL MGMT INC — $158.7M
APPLE INC — $157.8M
APPLOVIN CORP — $130.9M
ARISTA NETWORKS INC — $115.5M
ASML HOLDING N V — $112.9M
ASTERA LABS INC — $108.5M
AURORA INNOVATION INC — $107.6M
AUTOMATIC DATA PROCESSING IN — $103.5M
BERKSHIRE HATHAWAY INC DEL — $87.9M
BERKSHIRE HATHAWAY INC DEL — $83.3M
… and 119 more

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Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001214659-26-001416	$9.03B	View
Nov 6, 2025	Q3 2025	13F-HR	0001214659-25-015984	$9.00B	View
Aug 5, 2026	Q2 2026